Retirement Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $93.6K | Buy |
332
+66
| +25% | +$18.6K | 0.03% | 169 |
|
|
2023
Q4 | $78.9K | Buy |
266
+140
| +111% | +$41.5K | 0.03% | 172 |
|
|
2023
Q3 | $33.2K | Sell |
126
-7
| -5% | -$1.84K | 0.01% | 250 |
|
|
2023
Q2 | $39.7K | Hold |
133
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $37K | Sell |
133
-7
| -5% | -$1.95K | 0.02% | 229 |
|
|
2022
Q4 | $37K | Buy |
+140
| New | +$37K | 0.02% | 208 |
|
|
2022
Q3 | – | Sell |
-228
| Closed | -$56K | – | 686 |
|
|
2022
Q2 | $56K | Sell |
228
-2
| -0.9% | -$491 | 0.02% | 198 |
|
|
2022
Q1 | $57K | Buy |
230
+27
| +13% | +$6.69K | 0.02% | 220 |
|
|
2021
Q4 | $54K | Buy |
203
+78
| +62% | +$20.7K | 0.02% | 220 |
|
|
2021
Q3 | $30K | Hold |
125
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $29K | Sell |
125
-184
| -60% | -$42.7K | 0.01% | 279 |
|
|
2021
Q1 | $69K | Sell |
309
-285
| -48% | -$63.6K | 0.03% | 234 |
|
|
2020
Q4 | $127K | Hold |
594
| – | – | 0.06% | 160 |
|
|
2020
Q3 | $130K | Buy |
594
+109
| +22% | +$23.9K | 0.07% | 159 |
|
|
2020
Q2 | $89K | Buy |
+485
| New | +$89K | 0.06% | 179 |
|
|
2019
Q4 | $169K | Buy |
+853
| New | +$169K | 0.11% | 123 |
|